Processing custom CSV files

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • You can process CSV files that are delimited by a character other than commas.

    Before you begin

    Role required: admin.

    About this task

    This is an advanced step to create a CSV import. Normally, you would upload the data and import it directly using System Import Sets, which will create this CSV data source for you automatically.

    Procedure

    1. Create the data source record.
    2. Attach the CSV file to the data source.
    3. Customize the Data Source form and add the CSV Delimiter field.
    4. Enter the character you want to use as the CSV file delimiter, such as the pipe symbol (|).
    5. Test load the data source.
      Data source